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Filter, search, and sort prospects

Narrow the list by text, profile, Agent worker, run, date, score, and delivery state.

When to use this

Use filters to isolate a run or profile, build a review queue, or choose export records.

Requirements and availability

  • Filters control the list query; selected rows are a separate export choice.

How to do it

  1. Open Prospects.
  2. Enter visible company, contact, email, or domain text in Search prospects.
  3. Choose Profile, Agent, Run, date range, Score, or Delivery.
  4. Select a column heading when sorting is available.
  5. Use Clear filters when needed.
  6. Choose 25, 50, 75, or 100 rows per page.

Fields and controls

Controls in Leama
ControlWhat it does
ProfileProspects associated with one profile.
AgentProspects from one visible worker.
RunProspects from one run.
ScoreMinimum 50+, 60+, 70+, 80+, or 90+.
DeliveryDelivered or Staged.
Rows per page25, 50, 75, or 100.

What happens next

The table and count update. Empty copy identifies search no-match versus filter no-match.

States you may see

Customer-visible states
StateMeaning
Active filtersA filter count is shown.
No matches for searchNo loaded record contains the text.
No rows match these filtersData exists, but controls exclude it.

Credits and usage

Filtering and sorting do not use credits.

Common problems

Problems and next steps
ProblemWhat to check
An option is missingOptions are based on customer-visible records available to the page.
A selected row is off-pageSelection can persist; review the selected count before export.